| 1 | Warren Street Wealth Advisors, LLC | $26.4M | 537,433 | Trimmed |
| 2 | Marathon Mission, Inc. | $25.1M | 511,198 | Added |
| 3 | MEITAV INVESTMENT HOUSE LTD | $20.6M | 418,672 | Trimmed |
| 4 | HOWARD FINANCIAL SERVICES, LTD. | $18.3M | 372,715 | Added |
| 5 | WEALTH MANAGEMENT RESOURCES, INC. | $12.7M | 257,460 | Trimmed |
| 6 | INVENIO WEALTH PARTNERS LLC | $12.3M | 249,481 | Trimmed |
| 7 | MGO ONE SEVEN LLC | $11.9M | 241,520 | Added |
| 8 | Goldstein Advisors, LLC | $11.1M | 226,328 | Trimmed |
| 9 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $8.8M | 178,086 | Trimmed |
| 10 | Evergreen Private Wealth LLC | $8.1M | 164,755 | Trimmed |
| 11 | Encompass More Asset Management | $6.9M | 139,500 | Added |
| 12 | Addison Capital Co | $6.7M | 136,849 | Added |
| 13 | IFP Advisors, Inc | $6.3M | 127,200 | Trimmed |
| 14 | D.A. DAVIDSON & CO. | $5.7M | 114,908 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $5.4M | 110,258 | Trimmed |
| 16 | Atria Investments, Inc | $5.4M | 110,106 | Trimmed |
| 17 | EVERMAY WEALTH MANAGEMENT LLC | $4.4M | 88,858 | Trimmed |
| 18 | Premier Path Wealth Partners, LLC | $3.9M | 79,063 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $3.7M | 76,174 | Added |
| 20 | Merit Financial Group, LLC | $3.3M | 66,955 | Trimmed |
| 21 | Yoder Wealth Management, Inc. | $2.7M | 55,515 | Trimmed |
| 22 | DRIVE WEALTH MANAGEMENT, LLC | $2.6M | 53,032 | Trimmed |
| 23 | XML Financial, LLC | $2.5M | 50,522 | Added |
| 24 | Private Advisor Group, LLC | $2.4M | 49,618 | Trimmed |
| 25 | Blackhawk Capital Partners, LLC | $2.4M | 48,293 | Added |